Scheda del titolo · trimestre archiviato
IWX
iShares Russell Top 200 Value ETF · Financial Services · Asset Management
49Holder monitorati
-1Δ titolari
7.89MQuote detenute
$724.23MValore dichiarato
+0Nuove posizioni
−1Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -2.0% ·
flusso azionario -0.9% ·
nuove posizioni nette -2.0%
— formula
Distribuzione diffusa — azioni in calo e minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +2 | 6.19M | $652.25M | +4 | −2 |
| Q1 2026 | 50 | 0 | 7.35M | $680.15M | +1 | −1 |
| Q4 2025 | 49 | -1 | 7.89M | $724.23M | — | −1 |
| Q3 2025 | 8 | -2 | 794.97K | $69.86M | — | −2 |
| Q2 2025 | 7 | +4 | 81.47K | $6.86M | +4 | — |
| Q1 2025 | 1 | -1 | 3.77K | $309,654 | — | −1 |
| Q4 2024 | 2 | -1 | 36.43K | $2.88M | — | −1 |
| Q3 2024 | 3 | -1 | 26.71K | $2.17M | — | −1 |
| Q2 2024 | 4 | — | 29.23K | $2.19M | — | — |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.08M | — | $283.28M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Lido Advisors, LLC | 973.67K | — | $89.33M | 0.4% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 640.84K | — | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 434.57K | — | $39.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 434.57K | — | $39.92M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 341.12K | — | $31.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 263.02K | — | $24.16M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 261.28K | -49.9% | $24.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 261.28K | -49.9% | $24.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 261.28K | -49.9% | $24.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 261.28K | -49.9% | $24.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 252.20K | +36.3% | $23.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 252.20K | +36.3% | $23.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 252.20K | +36.3% | $23.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 237.41K | — | $21.81M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 237.41K | — | $21.81M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 237.41K | — | $21.81M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 179.79K | — | $16.52M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 179.79K | — | $16.52M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 164.47K | +425.9% | $15.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 136.00K | — | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 136.00K | — | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 136.00K | — | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 132.66K | — | $12.19M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 132.66K | — | $12.19M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 132.44K | — | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 113.90K | — | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 113.90K | — | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 110.13K | — | $10.12M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 58.07K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 50.24K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mariner, LLC | 50.18K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mariner, LLC | 50.18K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Voya Investment Management Llc | 37.34K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 25.85K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 20.08K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Brown Advisory Inc | 18.41K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 16.96K | +21.8% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Cwm, Llc | 15.39K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 14.87K | +6.7% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 13.71K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 13.42K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Stifel Financial Corp | 10.92K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Stifel Financial Corp | 10.92K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 10.92K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 7.96K | — | $730,838 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Franklin Resources Inc | 7.89K | — | $725,235 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Captrust Financial Advisors | 7.50K | — | $689,042 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 7.46K | — | $684,875 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 6.66K | — | $612,155 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Hrt Financial Lp | 6.01K | — | $551,000 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 5.86K | +55.6% | $538,483 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 4.75K | — | $436,702 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 4.75K | — | $436,702 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | BlackRock ✦ (passivo) | 4.21K | 0.0% | $387,098 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Blair William & Co/Il | 3.54K | — | $325,460 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Cerity Partners LLC | 3.10K | — | $284,901 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 3.08K | — | $282,743 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Us Bancorp \De\ | 3.08K | — | $282,743 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | 1832 Asset Management L.P. | 3.04K | — | $279,714 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Creative Planning | 2.84K | — | $260,600 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Focus Partners Wealth | 2.79K | — | $255,831 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Financial Engines Advisors L.L.C. | 2.74K | — | $252,064 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Citigroup Inc | 1.32K | — | $121,255 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 1.18K | — | $108,579 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 492 | — | $45,195 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Assetmark, Inc | 87 | — | $7,992 | 0.0% | n/c | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Nessun nuovo acquirente tracciato questo trimestre. |
Uscito
| Two Sigma Investments | $1.85M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 252 detentori, 39.59M azioni, $3.66B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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